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Nonprofit · EIN 04-6032675

TRUST UW MARSHALL SIMONDS

Tax-exempt · DALLAS, TX 75265

Financials

$60K$109K2023$227K$116K2024$263K$114K2025
Revenue Expenses · by fiscal year end
Financials of TRUST UW MARSHALL SIMONDS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$263,032$113,796$149,236$2,499,552$0$2,499,552
December 31, 2024990$226,530$115,935$110,595$2,349,537$0$2,349,537
December 31, 2023990$60,499$108,830-$48,331$2,241,394$0$2,241,394
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$263,032
Net gain from sales of assets
$195,893
Other revenue
$0

Expenses

Grants and similar amounts paid
$73,762
Compensation of officers, directors and key employees
$35,019
Salaries, compensation and benefits (total)
$35,019
Professional fundraising fees
$0
Legal fees
$750
Accounting fees
$1,250
Program services (functional)
$87,770
Management and general (functional)
$26,026

Balance sheet and other

Total assets, start of year
$2,349,537
Total assets, end of year
$2,499,552
Total liabilities, end of year
$0
Net assets, end of year
$2,499,552
Gross receipts
$525,188
Employees
0
Year formed
1974
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N ATRUSTEE
Institutional trustee
1$35,019
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N ATRUSTEE
Institutional trustee
1$32,547
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N ATRUSTEE
Institutional trustee
1$28,855

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BAYBANK MIDDLESEX
Principal officer (990 for 2025)
SAME AS ABOVE
Signed the 990
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

Mission

TO FUND A PUBLIC PARK FOR THE TOWN OF BURLINGTON, MASSACHUSETTS

990 for the year ended December 31, 2025

Program accomplishments

  • TOWN OF BURLINGTON, MASSACHUSETTS
    Expenses $73,762 · grants $73,762
  • BANK OF AMERICA TRUSTEE FEES
    Expenses $14,008

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6032675
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,499,552
Income (IRS master file)
$525,188

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$263,032$113,796$2,499,552IRS
990December 2024$226,530$115,935$2,349,537XML
990December 2023$60,499$108,830$2,241,394XML
990December 2022-$56,928$104,502$2,297,127IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6032675).

Questions about TRUST UW MARSHALL SIMONDS

What is the EIN of TRUST UW MARSHALL SIMONDS?
The employer identification number (EIN) of TRUST UW MARSHALL SIMONDS is 04-6032675.
Is TRUST UW MARSHALL SIMONDS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to TRUST UW MARSHALL SIMONDS tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does TRUST UW MARSHALL SIMONDS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TRUST UW MARSHALL SIMONDS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST UW MARSHALL SIMONDS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TRUST UW MARSHALL SIMONDS?
The 990 for the year ended December 31, 2025 names SAME AS ABOVE.
Who are the officers and directors of TRUST UW MARSHALL SIMONDS?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,019 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does TRUST UW MARSHALL SIMONDS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $263,032, expenses of $113,796 and total assets of $2,499,552 at year end.

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